Patient Workup Report

The Patient Workup exports a set of records that you select from a single patient's file as PDFs to a folder on your computer. It is an export bundle of the records you select, not an automatically compiled clinical summary. It is commonly used to share a curated set of records with a third party, for example when referring a patient to another doctor.

Alongside the exported records, HealthTrack also creates a one-page coversheet that lists the files included in the export.

1. Go to Admin > Exports and Imports > Patient Workup.
2. The Patient Workup screen will open with the details of the patient you are currently on.

3. Select the required records in the Record Selection section.
   • Select the Select All checkbox if you want every record.
   • Clearing the Group by Category option will sort the records by date.
4. Select the Patient Identifier to show on the coversheet.
5. Use the Browse button to nominate an export location for the Patient Workup.
6. Select Create Workup.
7. When completed, a dialog will appear offering to open the export location.
   • Select Yes - Open Location to open the folder.

8. The records appear in a dated subfolder inside the location you chose. The folder holds one PDF per selected record, plus the coversheet listing what was exported.